The Proposal & Contracts Lifecycle Manager application is designed to help your company swiftly create proposals and contracts by automating the process using a selection of services or goods. It offers pre-configured templates with adaptable clauses, connects with your CRM customer base, includes built-in approval workflows, supports e-signatures, and provides storage and reporting features..

Key Features

• Flexible contract templates with clauses based on pre-configured rules or choices to include
• Workflow to approve, reject, assign and process the changes and docs
• API connection to external databases, CRM for customer data
• Bulit in Client and supplier database
• Print hard copy
• e-sign software connection
• Product & service catalogue management
• Filed validations
• Email notifications
• Tracking stock quantities
• Update status and comments
• Reports overview online, or in flexible MS Excel/PowerBI. Deviations reports
• Proactive management for expiration and renewals

Problem statement

Creating contracts manually involves a lot of work, consumes a significant amount of time with repetitive copy-pasting, and may result in inconsistent formatting and errors. When updates and changes are needed, such as special clauses and terms requested by the client, non-standard modifications must be recorded, tracked, approved, and made searchable to avoid entering into unbeneficial agreements. Furthermore, handling these tasks manually increases the risk of forgetting to make necessary changes throughout the document, leading to outdated values, overwritten files, and potentially high turnaround times and customer dissatisfaction. 

The Total Cost of Ownership Business Case calculator illustrates the value of your services, highlighting savings and comparing the customer's current expenses with your proposed solutions. This demonstrates the savings, benefits, and value of your services to clients. (Value added selling)

When selling Value Added services on top of products to a customer, and for being able to articulate the compelling arguments to convince them, they require a business case / TCO analysis to show benefits, to prove that it worth to go with you, instead of current provider.

A precise business case requires collaborating with the client to comprehend their current operations, processes, and costs, and the tool must be adaptable to accommodate these.

This Business Case app is designed to provide the customer with a clear and standard comparison of current versus future costs while reducing the turnaround time and effort needed to create it.

- AI driven market costs gathering,
- APIs to other databases
- Automatizations, background calculations
- Standard PDF and excel outputs as well
- Excel import functions
- Versioning and traceability
- Flexibility to charges
- Ensures quality to prevent errors and inaccurate data presentation due to incorrectly applied formulas or calculations

The opportunity manager is for managing your deals end to end, from the sales stage through to contract signature, project implementation. It can manage and store client information, track the status, phases and milestones of the projects, generate governance and funnel reports for management and detailed project management reports, report TCV forecast and award revenue with P&L.
You can build your offer like a web shop and generate offers and contracts automated from this, track and report the progress of them and use inbuilt workflows to assign project tasks. On top, the Service requests, and ticketing application can be integrated and connected to your systems.

Key Features
- Keeping track of the opportunities in one place E2E, milestones, phases, financials, resources, risks, assign actions, progress view
- Instant governance reporting on TCV achievement, TAT, P&L and forecast, GM%, monitoring and control
- Milestone and progress reports on all levels to manage the opportunities and implementation according to PMI, report risks.
- Manage and measure client behaviors, suppliers TAT and KPIs
- APIs and 3rd party database connections to retrieve data with JavaScript CORS
- Workflow for requests, “assigned to” approvals

Problem statement
Keeping track of hundreds of opportunities with many stakeholders was not possible in excel in a large, geographically distributed team and matrix environment. Management required instant reporting on status, financials, funnel and forecasting, foreseen roadblock and risks. Further required to work efficiently with removing the unnecessary admin tasks and follow up calls, required to generate offers quickly, and engage other teams and supplier as a service with measurable workflows. 

Our solution & modules
Our solution was to create a SharePoint based application with centralized databases, customized UX, workflows, integration APIs, with several extension modules and features.
This tool enabled the team to work efficient and effective, while giving opportunity to the management for monitoring, controlling, reporting and governing thousands of deals execution.

Integrated additional modules
- Integrated service ticketing module according to ITIL to enable receive and place service requests with workflow to keep suppliers and other teams under control
- Integrated basket of goods management and contract generator, generate contracts or other editable word documents or PDFs quickly
- Integrated eSignature workflow module

Benefits 
- Eliminated additional and repetitive administrative and tracking works
- Automated, efficiency and effective work up to 2000% TAT reduction for employee and management as well
- Visibility to all management levels /sub regions about deals progress, escalations, TCV and GM%, governance reports
- Track everything in one place, single source of data, one time entry
- Never double count the same information to different sources and teams/functions
- Quick overview on your deals / opportunities as projects / forecast and revenue including P&L ,
- Instant real time web and MS Excel dashboards
- Increased quality of work with inbuild quality assurance, validation rules
- Collaborative
- Friendly UX
- Traceability
- Business intelligence

The Proposal & Contracts Lifecycle Manager application is designed to help your company swiftly create proposals and contracts by automating the process using a selection of services or goods. It offers pre-configured templates with adaptable clauses, connects with your CRM customer base, includes built-in approval workflows, supports e-signatures, and provides storage and reporting features.

Problem statement
Creating contracts manually involves a lot of work, consumes a significant amount of time with repetitive copy-pasting, and may result in inconsistent formatting and errors. When updates and changes are needed, such as special clauses and terms requested by the client, non-standard modifications must be recorded, tracked, approved, and made searchable to avoid entering into unbeneficial agreements. Furthermore, handling these tasks manually increases the risk of forgetting to make necessary changes throughout the document, leading to outdated values, overwritten files, and potentially high turnaround times and customer dissatisfaction.

Key Features
• Flexible contract templates with clauses based on pre-configured rules or choices to include
• Workflow to approve, reject, assign and process the changes and docs
• API connection to external databases, CRM for customer data
• Built in Client and supplier database
• Print hard copy
• e-sign software connection
• Product & service catalogue management
• Filed validations
• Email notifications
• Tracking stock quantities
• Update status and comments
• Reports overview online, or in flexible MS Excel/PowerBI. Deviations reports
• Proactive management for expiration and renewals 

Intranet for the client with multiple landing pages per function, categorized news, embedded actual forms to fill and to collect structured way the information and opinions from employees, announcements, documents to download, links etc...

Key Features
Categorized news per functions, latest and priority news to see front
Embedded actual forms to fill and to collect structured way the information
Announcements, documents to download, links etc.

Benefits
Email traffic is reduced, information is available in a structured way and easy searchable.
Operative management of the intranet as a service by us to reduce customers workload

Problem statement
No collaborative and informative platform available for the management to inform efficient employee

Our solution & modules
Intranet is built based on SharePoint communication site with custom widgets and forms
Operative management of the intranet as a service by us  

The purpose of the PO manager application is to allow internal employees or your clients to submit any request for purchasing goods or services from a basket that is pre-configured to your business, accept terms and conditions, and submit to a workflow system that can be approved, assigned and processed further within your organization. The POs can be tracked and management reports generated. Optional contracts can be created and the full product lifecycle can be tracked

Key Features
Internal employees to request/approve/order and track assets
- B2B clients to submit purchase orders online, route and track progress, report status
- Customize goods and T&Cs per country, client and supplier
- Product/service catalogue management
- Client and supplier management
- Customize user rights based on roles and functions
- Filed validations
- Email notifications
- Tracking stock levels
- Workflow to approve, reject, assign and process orders
- Update status and comments
- Reports overview online or in flexible MS Excel/PowerBI

Problem statement
Each services contract was unique to customers with unique prices. Each of the new and addon change orders for services contrast came via email, contract had to be created and be signed individually by both parties. This caused heavy email traffic, manual work and kept several resources full time busy

Our solution & modules
The solution was to build a web shop like PO tool, that allows clients to log in to their interface, in there they can see only their contracted goods, create the contracts themselves automatically if necessary and place POs electronically and order the services online

Integrated additional modules
- Integrated contract generator with print and manual sign-off
- Integrated contract electronic signature process

Benefits
- Mobile friendly responsive interface
- Simple and fast interface
- 24*7 availability
- Accessible by client and host company
- Quick contract generations and e signatures
- Automated quality checks
- Automated workflow, immediate notification, increased speed of execution
- Complete reporting, tracking & traceability